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JPMorgan Chase
JPM

Overview Fund Activity

3,581 hedge funds and large institutions have $267B invested in JPMorgan Chase in 2023 Q1 according to their latest regulatory filings, with 189 funds opening new positions, 1,639 increasing their positions, 1,427 reducing their positions, and 138 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,581
Holders Change
-20
Holders Change %
-0.56%
% of All Funds
57.31%
Holding in Top 10
440
Holding in Top 10 Change
-90
Holding in Top 10 Change %
-16.98%
% of All Funds
7.04%
New
189
Increased
1,639
Reduced
1,427
Closed
138
Calls
$7.41B
Puts
$8.3B
Net Calls
-$895M
Net Calls Change
+$1.74B

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$814M
2
Norges Bank
Norges Bank
Norway
+$590M
3
Goldman Sachs
Goldman Sachs
New York
+$379M
4
SP
Sarasin & Partners
United Kingdom
+$316M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$298M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.63B
2
State Street
State Street
Massachusetts
-$766M
3
CSA
Cottage Street Advisors
Massachusetts
-$530M
4
Primecap Management
Primecap Management
California
-$414M
5
Federated Hermes
Federated Hermes
Pennsylvania
-$384M
Name Holding Trade Value Shares
Change 		Shares
Change %
MPWT
376
MassMutual Private Wealth & Trust
Connecticut
$42.3M +$455K +3,490 +1%
WG
377
Welch Group
Alabama
$42.3M +$1.92M +14,707 +5%
BPA
378
Beacon Pointe Advisors
California
$42.1M -$2.69M -20,654 -6%
PAG
379
Private Advisor Group
New Jersey
$42.1M +$2.75M +21,134 +7%
MAM
380
Madison Asset Management
Wisconsin
$41.8M -$11.3M -86,406 -21%
TI
381
Trexquant Investment
Connecticut
$41.5M +$41.5M +318,342 New
PCH
382
Polar Capital Holdings
United Kingdom
$41.4M +$8.02M +61,541 +24%
CA
383
Cornerstone Advisors
North Carolina
$41.3M +$7.82M +60,000 +23%
ACM
384
Argent Capital Management
Missouri
$41.1M -$35.9M -275,700 -47%
VCM
385
Vigilant Capital Management
Maine
$40.8M +$625K +4,797 +2%
MHI
386
Miller Howard Investments
New York
$40.8M +$1.53M +11,717 +4%
WT
387
Washington Trust
Rhode Island
$40.7M -$6.14M -47,142 -13%
WTC
388
WhitTier Trust Company
Nevada
$40.2M +$449K +3,446 +1%
Daiwa Securities Group
389
Daiwa Securities Group
Japan
$40.2M +$3.66M +28,121 +10%
WI
390
Wafra Inc
New York
$40.1M +$4.62M +35,469 +13%
MCM
391
MAI Capital Management
Ohio
$40.1M -$265K -2,035 -0.7%
WB
392
WesBanco Bank
West Virginia
$40M +$455K +3,489 +1%
Voloridge Investment Management
393
Voloridge Investment Management
Florida
$39.9M +$39.9M +305,869 New
PF
394
Phoenix Financial
Israel
$39.8M -$100M -767,597 -72%
FP
395
Foundry Partners
Minnesota
$39.6M -$6.01M -46,118 -13%
ADEF
396
Adams Diversified Equity Fund
Maryland
$39.5M +$7.25M +55,600 +22%
AA
397
Ancora Advisors
Ohio
$39.4M -$2.02M -15,471 -5%
CS
398
Clear Street
New York
$39.1M +$39.1M +300,000 New
FT
399
Fiduciary Trust
Massachusetts
$38.7M -$91.9K -705 -0.2%
RMA
400
Roffman Miller Associates
Pennsylvania
$38.4M +$7.17K +55 +0%
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